Concur

User Guide

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Abstract
Concur user guide provides a brief introduction on cloud connectors and its features.
The guide provides detailed information on setting up the connector and running data
synchronization tasks (DSS). A brief overview of supported features and task operations that can
be performed using Concur connector is mentioned.

Table of Contents
Overview .......................................................................................................................................... 3
Concur Connector............................................................................................................................ 3
Supported Objects and Task Operations ........................................................................................ 4
Enabling Concur Connector ............................................................................................................ 4
Creating a Concur Connection ........................................................................................................ 4
Creating a Concur Data Synchronization Task (DSS) .................................................................... 6
Data Filters .................................................................................................................................... 10
Objects and Operators ............................................................................................................... 11
Allowed Filter Values ................................................................................................................. 12
Registering Concur Application ..................................................................................................... 13
Different Levels of Visibility ........................................................................................................ 15
Selecting Multiple Objects in Source Tab ...................................................................................... 16
Known Issues ................................................................................................................................ 17

Overview
Informatica cloud connector developed using SDK framework are off-cycle, off release add-ins
that facilitate data integration to SaaS and on-premise applications, which are not supported
natively by Informatica cloud. The cloud connectors are specifically designed to address most
common use cases such as moving data into cloud and retrieving data from cloud for individual
application.

Figure 1. Informatica Cloud Architecture

Once the Concur cloud connector is enabled for your ICS ORG Id, you need to create a
connection in Informatica cloud to use the connector.

Concur Connector
The Informatica cloud connector for Concur allows you to integrate travel and user related data
between Concur and other SaaS Applications or on premise Applications.
Integrate Marketo information like expenses, attendees, users.
Ability to integrate user information from HR applications like Workday into Concur.
Ability to deactivate users from Concur applications.

Supported Objects and Task Operations

The table below provides the list of objects and task operations supported by Concur connector.

Task Operation
Objects

DSS
Source

DSS
Target

Select
(Task
Source)

Insert

Update

Upsert

Delete

Look
UP

User
Expense
Summary

NA

NA

NA

NA

NA

Expense
Entry

NA

NA

NA

NA

NA

Attendee

NA

NA

NA

NA

NA

ExpenseItemization

NA

NA

NA

NA

NA

: Supported
NA: Not Applicable
Note: When you perform delete operation, it only makes the user inactive.
Note: You need to select Upsert to perform Insert/Update task operation.

Enabling Concur Connector

To enable Concur connector, contact Informatica support or Informatica representative. It usually
takes 15 minutes for the connector to download to secure agent, after it is enabled.
Note: To install secure agent, see Installing Informatica Secure Agent.

Creating a Concur Connection

To use Concur connector in data synchronization task, you must create a connection in
Informatica Cloud.
The following steps help you to create Concur connection in Informatica Cloud.
1. In Informatica Cloud home page, click Configure.
2. The drop-down menu appears, select Connections.
3. The Connections page appears.
4. Click New to create a connection.
5. The New Connection page appears.

Figure 2. Creating a new connection

6. Specify the following details.

Connection Property

Description

Connection Name

Enter a unique name for the connection.

Description

Provide a relevant description for the connection.

Type

Select Concur from the list.

Secure Agent

Select the appropriate secure agent from the list.

Username

Enter relevant username.

Password

Enter relevant password.

Key

Enter Concur OAUTH 2.0 key. See Key.

Company Domain

Enter Concur Company domain address, part of the Concur

authentication using OAUTH 2.0.

Service URL

Enter service URL to connect to Concur Account.

Enable Logging

Tick the checkbox to enable logging.

Paging Size

Enter the number of records to be pushed to Concur. By default

the number of records is set to 100.

7. Click Ok to save the connection.

Note: It is recommended to test the connection before saving it. Click Test to evaluate the
connection.

Creating a Concur Data Synchronization Task (DSS)

Note: You need to create a connection before getting started with data synchronization task.
The following steps help you to setup a data synchronization task in Informatica Cloud.
Let us consider the task operation Insert to perform the Data synchronization task.
Note: Select task operation Upsert to perform Insert or Update operation.
1. In Informatica Cloud home page, click Apps.
2. The drop-down menu appears, select Data Synchronization.
3. The Data Synchronization page appears.
4. Click New to create a data synchronization task.
5. The Definition tab appears.

Figure 3. Definition Tab

6. Specify the Task Name, provide a Description and select the Task Operation Upsert.
7. Click Next.
8. The Source tab appears.

Figure 4. Source Tab

9. Select the source Connection, Source Type and Source Object to be used for the task.
10. Click Next.
Note: When you select the Source Type as Multiple see Selecting Multiple Objects in Source
Tab.

11. The Target tab appears. Select the target Connection and Target Object required for the
task.

Figure 5. Target Tab

12. Click Next.
13. In Data Filters tab by default, Process all rows is chosen. To assign filters to the DSS task,
see Data Filters.
Note: Data Filters are applicable only for parent level objects.
14. Click Next.
15. In Field Mapping tab, map source fields to target fields accordingly.

Figure 6. Field Mapping Tab

16. Click Next.
17. The Schedule tab appears.
18. In Schedule tab, you can schedule the task as per the requirement and save.
19. If you do not want schedule the task, click Save and Run the task.

Figure 7. Save and Run the Task

After you Save and Run the task, you will be redirected to monitor log page. In monitor log page,
you can monitor the status of data synchronization tasks.

Data Filters
Data filters help you to fetch specific data of a particular object. The DSS task will process the
data based on the filter field assigned to the object.
The following steps help you to use data filters.
1. In Data synchronization task, select Data Filters tab.
2. The Data Filters tab appears.
3. Click New as shown in the figure below.

Figure 8. Data Filters

4. The Data Filter dialog box appears.

Figure 9. Data Filters-2

5. Specify the following details.

Field Type

10

Description

Object

Select Object for which you want to assign filter fields.

Filter By

Select the Filter Field.

Operator

Select the corresponding operator.

Filter Value

Enter the Filter value.

6. Click Ok.

Objects and Operators

The following table provides information on the various operators supported by objects.

Object

Filter Fields

Data Type

Operators

Allowed Values

User

LoginID

String

Equals

Any String

ReportName

String

All except is/not

Null

Any String

Status

String

Equals

See: Allowed
Filter Values

EmployeeName

String

All except is/not

Null

Any String

LastModifiedDate

DateTime

Equals

Any DateTime

ReportName_Config_File

String

Equals

Location of the
filter file contains
only the report
names.

Expense
Summary, Expense
Entry, Attendee,
ExpenseItemization

LastModifiedDate is applicable only for following report status types and time stamp is not
considered for the LastModifiedDate search criteria.

Report Status Types

ALL
ACTIVE
UNSUBMITTED
APPROVED
PENDING
PROCESSED
PAID
PAYMENTCONFIRMED
RECENT
TOAPPROVE

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Supported

Allowed Filter Values

The following filter values are allowed for the filter field Status.
Filter Value

Description

RECENT

Provides all reports that have been modified in the last 31 days of
the specified user.

ACTIVE

Provides all unsubmitted and unpaid (payment status is not Paid)

reports of the specified user.

UNSUBMITTED

Provides all unsubmitted reports of the specified user.

PENDING

Provides all pending reports of the specified user.

APPROVED

Provides all approved reports of the specified user.

PROCESSED

Provides all processed reports of the specified user.

PAID

Provides all paid reports of the specified user.

PAYMENTCONFIRMED

Provides all confirmed paid reports of the specified user.

FORTHISMONTH

Provides all reports with date of creation in the current month by

the specified user.

FORLASTMONTH

Provides all reports with date of creation in the previous month by

the specified user.

FORTHISQUARTER

Provides all reports with date of creation in current quarter

calendar by the specified user.

FORLASTQUARTER

Provides all reports with date of creation in the previous quarter

calendar by the specified user.

FORTHISYEAR

Provides all reports with date of creation in current year by the

specified user.

FORLASTYEAR

Provides all reports with date of creation in the past year by the
specified user.

TOAPPROVE

Provides all reports that have approval pending from the specified
user.

APPROVEDTHISMONTH

Provides all reports approved or pending approval from the

specified user in the current month.

APPROVEDLASTMONTH

Provides all reports approved by the specified user in the current

month.

APPROVEDTHISQUARTER

Provides all reports approved or pending approval from the

specified user in the current calendar quarter.

APPROVEDLASTQUARTER

Provides all reports approved by the specified user in the

previous calendar quarter.

APPROVEDTHISYEAR

Provides all reports approved or pending approval from the

specified user in the current calendar year.

APPROVEDLASTYEAR

Provides all reports approved by the specified user in the

previous calendar year.

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Registering Concur Application

The following procedure helps you to register the partner application in Concur.
1. In Concur homepage, click Administration.

Figure 10. Concur Application

2. Select WebServices.
Note: The Administration tab appears only when you have the administrator privileges to edit
applications.
3. The WebServices page appears.

Figure 11. WebServices Page

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4. Click Register Partner Application.

5. The Application Registration page appears.

Figure 12. Application Registration

6. Click New.
7. The New Partner Application page appears.

Figure 13. New Partner Application

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8. Specify the following details.

Application Property

Description

Name

Enter a unique name for the application

Description

Provide a relevant description for the application.

Visibility

Select the required visibility level for application. Note: This

field is editable only by users having system administrator
privileges. See Different Levels of Visibility.

Active

Select whether the application needs to be active or not. Note:

When you select inactive, the application will not be visible in
the list of available applications

APIs Used

Select all the Concur WebServices APIs that interfaces with the
application. It is mandatory to select Expense Report and User
API to access all the objects in the cloud.

Company Domain

The application authorization displays your company domain.

Key (Auto generated)

The key to be entered while creating a connection in ICS cloud.

See Creating a Concur Connection.

Secret (Auto generated)

The Secret generated with respect to the new application.

Note: The key and secret provide access to company domain that enables the application. You
MUST keep this information secret (as specified in the Concur Legal Agreement) to maintain
security.
9. Click Ok.
The application will be automatically enabled for your company domain.

Different Levels of Visibility

Private

The application appears only in the list of available applications for

your own company domain. The company domain users will only be
allowed to access it.

Global

The application is automatically enabled for all clients. Note: Only

Concur Internal users can set an application visibility to Global.

Public

15

The application will appear in the list of available applications for all
clients. Note: Only Concur Internal users can set an application to
Public. Public partner applications must be certified by Concur.

Selecting Multiple Objects in Source Tab

When you want to add multiple objects in source tab (DSS task) perform the following steps.
1. In Source tab, select Source Type Multiple. See Creating a Concur Data Synchronization
Task (DSS).

Figure 14. Add Primary

2. Click Add Primary button to add parent object.
3.

Click Add child button to select the child object.

Figure 15. Add Child

The following are the supported parent-child relationships for Expense Object.

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Parent Object

Child Object

ExpenseSummary

ExpenseEntry

ExpenseEntry

Attendee

ExpenseEntry

ExpenseItemization

Known Issues
The following information will help you to debug the connector and identify the root cause in case
of an issue.
The log and exception messages will be captured in the infaagent.log life. The file is located
in the root directory where Informatica cloud agent is installed.
Example, C:\Program Files\Informatica Cloud Secure Agent\ infaagent.log
When you setup a data synchronization task with invalid configuration, a null error message
will be displayed. The exception details will be available in infaagent.log life.
When a data synchronization task fails, the exception and log details will be captured under
Session Log.
Note: The session log files will contain information of last 10 tasks only. Older log files will be
overwritten by the new log files. It is recommended to take back-up of the log files.

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